Financial Relationship Builder

**Key responsibilities** - Drafting and reviewing of legal agreements applicable to different business units (collective Investment scheme managers and financial service providers) - Analysing and advising on the impact of legislation applicable to the different business units and their clients - Drafting of legal opinions - Legal documentation management -...

Company industry: Financial Services Job location: Bellville Career level: Intermediate Employment status: Full Time Qualification: Diploma / Degree Years of experience: 3 years PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In...

**Who are we?** **Sanlam Investment Group**: The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...

Who are we? **Sanlam Investments**: We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth. Sanlam Investments is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger...

Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

Who are we?At SanlamAllianz, we are proud to be the largest pan-African, non-banking financial services organisation on the continent. With operations across 26 African countries (excluding South Africa), our diverse portfolio spans life insurance, general insurance, retail credit, health, bancassurance, and asset management. Guided by our core values of...

Being a Financial Advisor is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. **Minimum Requirements**: - Minimum of 2 years in a Financial Advisory...

**Job description**: This is an opportunity for a dynamic Wealth Adviser Assistant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed. **Responsibilities**: - Financial advice and planning - Handle and solve Client...

Who are we? Sanlam Specialised Finance (SanFin) is responsible for creation of shared value for Sanlam, its shareholders, policy holders, and societies with in which it operates by managing financial risk, developing financial products, and balance sheet optimisation, pursuing investments and financing opportunities in assets, sectors, markets,...